Archive | January, 2011

Last week, The National Association of Personal Financial Advisors invited me to address their national convention, which is held in Salt Lake City, UT, this year in May. I’ll be a part of a panel discussing the future of financial therapy and headline a breakout session on why financial planners that have their own financial planner, are happier and […]

For most state governments, including South Dakota, the chickens are coming home to roost. For decades state and local governments have spent far more than they’ve received. They’ve funded the shortfall by borrowing and pushing the repayment out into the future, hoping against hope that somehow the money to repay the debt would come from […]

This week I did a very quick trip to Seattle, WA, where I spoke on my client process at the annual symposium of the Puget Sound FPA. TD Ameritrade sponsored my talk, which was a first for both of us. I appreciated their sponsorship, as I know those in attendence at my presentation did, too. […]

If the premise of a new book, Academically Adrift, is correct, college might be just a waste of money. In spite of soaring tuition costs, more and more students go to college every year. A bachelor’s degree is now required for entry into a growing number of professions. And some parents begin planning for the […]

The determining factor that may give your kids the best chance in life doesn’t depend solely on genetics, or the decisions you make as a parent, or if you have a lot of money. It’s actually more complicated than that, according to a study done by the University of Texas and the University of Virginia. According to the study, for poorer parents […]

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